JPMorgan Chase & Co
JPM- 交易所
- NYSE
- 產業
- National Commercial Banks
- SEC CIK
- 0000019617
近 90 天，JPMorgan Chase & Co 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 5,158 家機構在 13F 申報持有，市值合計 $6,437 億；維京全球投資、馬克爾集團等 7 位大師持有。
2026 年第 1 季 13F 持有人
JPMorgan Chase & Co 在 2026/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 5,103
- 較 2025 年第 4 季 +33 家
- 持有股數
- 19.5 億
- 較 2025 年第 4 季 +2.74 億 (+16.3%)
- 總市值
- $5,720 億
- 較 2025 年第 4 季 +$331.3 億 (+6.1%)
- 新進機構
- 209
- 另有 2,133 家加碼
- 清倉機構
- 176
- 另有 2,291 家減碼
另有 84 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 JPM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,595 | $3,301 億 |
| 2021 年第 3 季 | 3,239 | $3,420 億 |
| 2021 年第 2 季 | 3,246 | $3,293 億 |
| 2021 年第 1 季 | 3,218 | $3,303 億 |
2026 年第 1 季持有機構
每家機構持有 JPMorgan Chase & Co 的股數、市值與佔組合比重；股數變化跟 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| RoundAngle Advisors LLC | 8,623 | $253.7 萬 | 1.90% | −50−0.6% | 減碼 |
| Waterway Wealth Management, LLC | 8,625 | $253.7 萬 | 0.56% | +721+9.1% | 加碼 |
| Front Row Advisors LLC | 8,632 | $253.9 萬 | 0.86% | −24−0.3% | 減碼 |
| O'Brien Greene & Co. Inc | 8,641 | $254.2 萬 | 0.72% | −37−0.4% | 減碼 |
| Northstar Advisory Group, LLC | 8,651 | $254.5 萬 | 0.97% | −6,805−44.0% | 減碼 |
| Astoria Portfolio Advisors LLC. | 8,175 | $254.8 萬 | 0.54% | +158+2.0% | 加碼 |
| Inman Jager Wealth Management, LLC | 8,668 | $255.0 萬 | 1.49% | +284+3.4% | 加碼 |
| Foster Group, Inc. | 8,700 | $255.9 萬 | 0.08% | +536+6.6% | 加碼 |
| City State Bank | 8,705 | $256.1 萬 | 0.66% | +237+2.8% | 加碼 |
| Shaker Investments LLC | 8,712 | $256.3 萬 | 1.17% | −11,087−56.0% | 減碼 |
| Leonteq Securities AG | 8,716 | $256.4 萬 | 0.16% | −16,489−65.4% | 減碼 |
| M. Kraus & Co | 8,727 | $256.7 萬 | 0.75% | −25−0.3% | 減碼 |
| Net Worth Advisory Group | 8,740 | $257.1 萬 | 0.53% | −221−2.5% | 減碼 |
| Hummer Financial Advisory Services Inc | 8,740 | $257.1 萬 | 1.82% | +516+6.3% | 加碼 |
| Mosley Wealth Management | 8,164 | $257.5 萬 | 1.17% | −223−2.7% | 減碼 |
| Mainstream Capital Management LLC | 8,755 | $257.5 萬 | 1.73% | +114+1.3% | 加碼 |
| WMS Group LLC | 8,760 | $257.7 萬 | 3.75% | −28−0.3% | 減碼 |
| Bennett Selby Investments LP | 8,761 | $257.7 萬 | 0.91% | 00.0% | 不變 |
| ELCO Management Co., LLC | 8,764 | $257.8 萬 | 1.24% | +67+0.8% | 加碼 |
| Fairtree Asset Management (Pty) Ltd | 8,773 | $258.1 萬 | 1.19% | +2,870+48.6% | 加碼 |
| Navalign, LLC | 8,785 | $258.4 萬 | 0.65% | −220−2.4% | 減碼 |
| KC Investment Advisors, LLC | 8,788 | $258.5 萬 | 0.60% | −576−6.2% | 減碼 |
| IFG Advisors, LLC | 8,789 | $258.5 萬 | 0.42% | +16+0.2% | 加碼 |
| Bouchey Financial Group Ltd | 8,323 | $258.9 萬 | 0.19% | −417−4.8% | 減碼 |
| Bolthouse Investments, LLC | 8,802 | $258.9 萬 | 2.34% | 00.0% | 不變 |
| Fortem Financial Group, LLC | 8,819 | $259.4 萬 | 0.65% | −1,744−16.5% | 減碼 |
| Cora Capital Advisors LLC | 8,831 | $259.8 萬 | 0.86% | −192−2.1% | 減碼 |
| Meridian Investment Counsel Inc. | 8,835 | $259.9 萬 | 0.62% | +42+0.5% | 加碼 |
| Keystone Financial Services | 8,849 | $260.3 萬 | 0.76% | +33+0.4% | 加碼 |
| Birchbrook, Inc. | 8,850 | $260.3 萬 | 1.28% | −315−3.4% | 減碼 |
| Atwood & Palmer Inc | 8,851 | $260.4 萬 | 0.15% | +14+0.2% | 加碼 |
| Vivaldi Capital Management, LLC | 8,869 | $260.9 萬 | 0.36% | −232−2.5% | 減碼 |
| Schneider Downs Wealth Management Advisors, LP | 8,876 | $261.1 萬 | 0.29% | −115−1.3% | 減碼 |
| 1620 Investment Advisors, Inc. | 8,880 | $261.2 萬 | 1.77% | −17−0.2% | 減碼 |
| Perennial Investment Advisors, LLC | 8,880 | $261.3 萬 | 0.21% | −508−5.4% | 減碼 |
| Legacy Edge Advisors, LLC | 8,893 | $261.6 萬 | 0.27% | −58−0.6% | 減碼 |
| Redwood Investment Management, LLC | 8,897 | $261.7 萬 | 0.32% | +2,194+32.7% | 加碼 |
| Cannon Capital Management, Inc. | 8,906 | $262.0 萬 | 2.13% | +417+4.9% | 加碼 |
| Cromwell Holdings LLC | 8,913 | $262.2 萬 | 1.47% | 00.0% | 不變 |
| Deltec Asset Management LLC | 8,925 | $262.5 萬 | 0.48% | +2,000+28.9% | 加碼 |
| Machina Capital S.A.S. | 8,956 | $263.4 萬 | 0.52% | +8,956 | 新進 |
| Plante Moran Financial Advisors, LLC | 8,965 | $263.7 萬 | 0.17% | −786−8.1% | 減碼 |
| Carson Advisory Inc. | 8,974 | $264.0 萬 | 1.37% | −100−1.1% | 減碼 |
| Hartford Funds Management Co LLC | 8,974 | $264.0 萬 | 0.23% | −7,022−43.9% | 減碼 |
| Brown Financial Advisors | 8,976 | $264.0 萬 | 1.00% | −452−4.8% | 減碼 |
| Grant Private Wealth Management Inc | 8,978 | $264.1 萬 | 1.40% | +208+2.4% | 加碼 |
| Benchmark Investment Advisors LLC | 8,986 | $264.3 萬 | 1.54% | +8,986 | 新進 |
| Caldwell Sutter Capital, Inc. | 8,996 | $264.6 萬 | 1.08% | −230−2.5% | 減碼 |
| Absolute Gestao de Investimentos Ltda. | 9,000 | $264.7 萬 | 0.30% | +9,000 | 新進 |
| Signet Financial Management, LLC | 9,032 | $265.7 萬 | 0.30% | +90+1.0% | 加碼 |
| Vista Investment Partners II, LLC | 9,035 | $265.8 萬 | 1.19% | −85−0.9% | 減碼 |
| Peak Retirement Planning, Inc. | 9,036 | $265.8 萬 | 0.55% | +968+12.0% | 加碼 |
| Cape Ann Savings Bank | 9,042 | $266.0 萬 | 1.34% | +1,174+14.9% | 加碼 |
| Wealthquest Corp | 9,064 | $266.6 萬 | 0.19% | −331−3.5% | 減碼 |
| Lederer & Associates Investment Counsel | 9,067 | $266.7 萬 | 1.89% | +23+0.3% | 加碼 |
| Emprise Bank | 9,073 | $266.9 萬 | 1.07% | −286−3.1% | 減碼 |
| Strait & Sound Wealth Management LLC | 9,081 | $267.1 萬 | 1.02% | +29+0.3% | 加碼 |
| CFC Planning Co LLC | 9,085 | $267.3 萬 | 1.93% | −20.0% | 減碼 |
| MWA Asset Management | 9,107 | $267.9 萬 | 1.47% | +198+2.2% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 9,111 | $268.0 萬 | 1.11% | −307−3.3% | 減碼 |
| World Equity Group, Inc. | 9,116 | $268.1 萬 | 0.69% | +667+7.9% | 加碼 |
| Claris Financial LLC | 9,121 | $268.3 萬 | 1.47% | +130+1.4% | 加碼 |
| Westmount Partners, LLC | 9,124 | $268.4 萬 | 0.66% | +399+4.6% | 加碼 |
| Boomfish Wealth Group, LLC | 9,131 | $268.6 萬 | 1.43% | +8,048+743.1% | 加碼 |
| TKG Advisors, LLC | 9,133 | $268.7 萬 | 1.11% | −113−1.2% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 9,135 | $268.7 萬 | 0.03% | −123−1.3% | 減碼 |
| Wall Street Access Asset Management, LLC | 9,150 | $269.0 萬 | 0.68% | −357−3.8% | 減碼 |
| Kapstone Financial Advisors LLC | 9,150 | $269.2 萬 | 1.32% | +286+3.2% | 加碼 |
| Prentice Wealth Management LLC | 9,186 | $270.2 萬 | 0.61% | −82−0.9% | 減碼 |
| Mendel Capital Management LLC | 9,195 | $270.5 萬 | 1.36% | +9,195 | 新進 |
| Iron Financial, LLC | 9,203 | $270.7 萬 | 1.18% | +215+2.4% | 加碼 |
| Woodard & Co Asset Management Group Inc | 9,231 | $271.6 萬 | 0.43% | −131−1.4% | 減碼 |
| Mosaic Financial Group, LLC | 9,239 | $271.8 萬 | 1.93% | −16−0.2% | 減碼 |
| Gen-Wealth Partners Inc | 9,266 | $272.6 萬 | 0.86% | +537+6.2% | 加碼 |
| LexAurum Advisors, LLC | 9,281 | $273.0 萬 | 0.35% | +9,281 | 新進 |
| MRP Capital Investments, LLC | 9,281 | $273.0 萬 | 2.38% | +245+2.7% | 加碼 |
| N.E.W. Advisory Services LLC | 9,284 | $273.1 萬 | 0.20% | −31−0.3% | 減碼 |
| Charter Oak Capital Management, LLC | 9,293 | $273.4 萬 | 0.21% | −694−6.9% | 減碼 |
| Black Diamond Financial, LLC | 9,306 | $273.7 萬 | 0.30% | +9+0.1% | 加碼 |
| Ambassador Advisors, LLC | 9,318 | $274.1 萬 | 0.42% | −120−1.3% | 減碼 |
| Sunbeam Capital Management, LLC | 9,328 | $274.4 萬 | 1.57% | +394+4.4% | 加碼 |
| Quantum Financial Advisors, LLC | 9,331 | $274.5 萬 | 0.31% | +6+0.1% | 加碼 |
| Matrix Trust Co | 9,330 | $274.5 萬 | 0.46% | −38−0.4% | 減碼 |
| McElhenny Sheffield Capital Management, LLC | 9,339 | $274.7 萬 | 0.68% | +169+1.8% | 加碼 |
| NorthStar Asset Management LLC | 9,351 | $275.1 萬 | 1.33% | −447−4.6% | 減碼 |
| Talon Private Wealth, LLC | 9,365 | $275.5 萬 | 0.37% | +9,365 | 新進 |
| Financial Management Network Inc | 8,898 | $276.1 萬 | 0.42% | −34−0.4% | 減碼 |
| Cadia Private Client LLC | 9,399 | $276.5 萬 | 2.24% | +446+5.0% | 加碼 |
| Andrew Hill Investment Advisors, Inc. | 9,404 | $276.6 萬 | 2.47% | −12,431−56.9% | 減碼 |
| High Net Worth Advisory Group LLC | 9,417 | $277.0 萬 | 0.65% | −567−5.7% | 減碼 |
| Terril Brothers, Inc. | 9,425 | $277.2 萬 | 0.76% | −193−2.0% | 減碼 |
| Ducere Wealth Management LLC | 9,433 | $277.5 萬 | 1.10% | −667−6.6% | 減碼 |
| Security National Bank of So Dak | 9,436 | $277.6 萬 | 1.34% | −25−0.3% | 減碼 |
| Spreng Capital Management, Inc. | 9,443 | $277.8 萬 | 1.31% | −439−4.4% | 減碼 |
| Drive Wealth Management, LLC | 9,448 | $277.9 萬 | 0.59% | −371−3.8% | 減碼 |
| Keudell/Morrison Wealth Management | 9,474 | $278.7 萬 | 0.57% | +590+6.6% | 加碼 |
| PKS Advisory Services, LLC | 9,472 | $278.7 萬 | 0.65% | +4,050+74.7% | 加碼 |
| PYA Waltman Capital, LLC | 9,479 | $278.8 萬 | 0.77% | −3,273−25.7% | 減碼 |
| Walsky Investment Management, Inc. | 9,486 | $279.0 萬 | 2.85% | +548+6.1% | 加碼 |
| Medallion Wealth Advisors, LLC | 9,491 | $279.2 萬 | 0.91% | +367+4.0% | 加碼 |